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Sharon Ravenscroft Estate Planning Blog

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Increase in the Estate Tax Exclusion- No change in the Present Gift Exclusion

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The amount that can now be passed estate tax free is $5.45 million. With proper provisions in a trust or Will, a married couple can pass twice that amount or $10.9 million estate tax free when the couple both have died. There has not been any change to the annual present gift exemption which allows $15,000 to be given per recipient each year without having to file a gift tax return.

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Sharon Ravenscroft

Sharon Ravenscroft

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Sharon is a Shareholder of The Cavanagh Law Firm, P.A. which has offices in Phoenix and Sun City, Arizona. Sharon was born and raised in Phoenix, Arizona.

Sharon received her B.A., cum laude, in 1984 from Wellesley College and her J.D. in 1987 from the University of California, Hastings College of the Law, where she was a staff writer on the international law journal.

Simplifying the challenges related to family asset and estate legal issues is her focus for her clients.

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